Modera Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Modera Wealth Management, LLC

  • $6.75 Billion
  • Q2 2024

A detailed history of Modera Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Modera Wealth Management, LLC holds 11,162 shares of DFSD stock, worth $532,427. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,162
Previous 11,321 1.4%
Holding current value
$532,427
Previous $532,000 1.5%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
SELL
$46.64 - $47.15 $7,415 - $7,496
-159 Reduced 1.4%
11,162 $524,000
Q3 2023

Nov 30, 2023
SELL
$46.24 - $46.65 $3.71 Million - $3.74 Million
-80,231 Reduced 87.63%
11,321 $525,000
Q3 2023

Nov 01, 2023
BUY
$46.24 - $46.65 $3.56 Million - $3.59 Million
77,006 Added 529.4%
91,552 $4.25 Million
Q2 2023

Aug 07, 2023
BUY
$46.28 - $46.83 $673,188 - $681,189
14,546 New
14,546 $674,000

Others Institutions Holding DFSD

# of Institutions
251
Shares Held
42.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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